You can email forms to customers from the following task or maintenance windows:
You can email forms to vendors from the following task windows:
Follow these steps to email forms from task windows:
- With the transaction you want to email (such as an invoice or purchase order) displayed in the window, select the Email button.
- If you have not entered a form number (for example, an invoice or check number) for the transaction, Sage 50 will use the next sequential form number based on the last form printed or emailed. You can change this number unless the form is a sales order, in which case you won't be able to change the number.
- If you have entered the form number in the task window, or if you are working with a preexisting form that already has a form number assigned to it, then Sage 50 will use this number; you will not be able to change it.
- To choose a form to email, select the Select Form button.
- To redesign the form, select Form Design.
- To email a copy of the form, select Send.
The Print\Preview Email Forms window appears. It displays the number of the next form to email.
The Form Selector window appears, letting you choose from a list of available forms.
Note: Once you have emailed a form for the first time, the Use this form field will display the name of the last form type emailed—for example, A/R Invoice - Plain Paper.
The Forms Design window appears.